See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $79,539 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,600 | $155,795-36.7% | $136,294-27.7% | $69,631+41.6% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 19.46% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,270 | $2,991-24.1% | $4,695-51.7% | $2,032+11.7% |
| Participant deferral / active EE | $5,952 | $5,394+10.4% | $6,247-4.7% | $3,224+84.6% |
| Admin fee / account holder | $236 | $128+84.0% | $9,243-97.4% | $110+113.7% |